According to wind data, as of July 26, a total of 21 private equity companies with 10 billion yuan participated in the survey of 47 A-share listed companies. Among them, Dunhe asset is the most diligent one. Since July alone, 13 listed companies have been intensively investigated. Gaoyi assets and Danshui spring investment rank second and third respectively. The number of listed companies surveyed in the same period is 10 and 8 respectively.
Taking shenwanyi industry classification as a reference, the 47 listed companies mentioned above belong to 13 different industries, among which the pharmaceutical industry has the largest number of listed companies, accounting for 10; the chemical industry takes the second place, with 7 listed companies having been privately invested by 10 billion since July; and the number of listed companies in the four industries of electronics, computer, light industry manufacturing, food and beverage, which have been investigated by 10 billion private placement in the same period There are also five in each.
Figure: industry distribution of 10 billion private equity research companies data source: wind
In terms of individual stocks, Bank of Ningbo (002142. SZ) is the most popular private placement within the statistical range, attracting Gaoyi asset, Danshui spring investment, Yingfeng capital, Jinglin asset, dongfanggang investment and Lerui asset. A total of 6 private placements with a value of 10 billion yuan participated in the survey, which is also the only bank stock investigated by 10 billion private placement since July.
In recent years, the performance of Bank of Ningbo has maintained a trend of rapid growth. From 2016 to 2019, the growth rate of net profit exceeded 19% year on year. In the first quarter of this year, the companys performance continued to improve, with a net profit of 4.002 billion yuan, up 18.12% year on year.
In terms of share price, since the third quarter of 2014, the share price of Bank of Ningbo has been fluctuating and rising, from 3.44 yuan / share to 32.63 yuan / share at the beginning of July this year, with an interval increase of nearly 8.49 times in six years. From the middle of January to the middle of March this year, the share price of Bank of Ningbo had a round of obvious correction, and the decline was close to 27% at one time. However, it was soon restored, especially since July, it has reached a record high again.
Meinian health (002044. SZ) and Guanglianda (002410. SZ) tied for the second place. Since July, they have been investigated by four private equity firms with 10 billion yuan. Among them, the United States has studied the health of the United States, including Dun and assets, Gao Yi assets, freshwater springs investment and investment in silver security.
Meinian health is the largest personal health big data platform in China at present. The company lost 866 million yuan in 2019, and is expected to lose 650-850 million yuan in the first half of this year due to the impact of Xinguan epidemic.
Based on the construction industry, Guanglianda provides customers with digital software and hardware products, application solutions and related services around the whole life cycle of engineering projects. In the past two years, the companys performance has been not optimistic, and the net profit in 2018 and 2019 decreased by 7.02% and 46.46% year-on-year. In the first quarter of this year, net profit also fell by 4.32% year-on-year. However, especially since 2019, the companys share price performance has been very beautiful. During the period, the companys stock price has hit a record high for many times. Based on the closing price on July 24, the range increase is up to 245.44%,
In addition to the top three, Huayang Group, Zhou Dasheng, Shangpin Jiapei, Ogilvy medical, and pellea have also obtained the research of three private placement companies with 10 billion yuan since July.
Interface news has also sorted out the list of 10 billion private equity research stocks since July this year for reference